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Reilly Financial Advisors’s SITE Centers SITC Stock Holding History

Reilly Financial Advisors’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-776
Closed -$9K – 1048
2017
Q4 		$9K Hold
776
– – ﹤0.01% 682
2017
Q3 		$9K Hold
776
– – ﹤0.01% 659
2017
Q2 		$9K Hold
776
– – ﹤0.01% 664
2017
Q1 		$13K Buy
+776
New +$14.3K ﹤0.01% 562
2015
Q4 		– Sell
-37
Closed -$1K – 1365
2015
Q3 		$1K Hold
37
– – ﹤0.01% 1215
2015
Q2 		$1K Hold
37
– – ﹤0.01% 1295
2015
Q1 		$1K Buy
+37
New +$913 ﹤0.01% 1241

Other funds holding SITC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Reilly Financial Advisors's SITC Position: Q1 2018 in Review

Reilly Financial Advisors sold out of SITE Centers (SITC) in Q1 2018, closing a stake of 776 shares — an estimated $9K sold.

Reilly Financial Advisors first reported a position in SITC in Q1 2015 and held it in 7 quarters. The position peaked at $13K in Q1 2017. 248 funds tracked by Wall St. Rank hold SITC as of Q1 2018.

  • Reilly Financial Advisors reported no remaining SITE Centers position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 776 SITE Centers shares in Q1 2018, an estimated $9K.
  • Reilly Financial Advisors first reported a position in SITE Centers in Q1 2015 and held it in 7 quarters.
  • Reilly Financial Advisors's SITE Centers position peaked at $13K in Q1 2017.
  • 248 funds tracked by Wall St. Rank held SITE Centers as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.